Morse Asset Management, Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Morse Asset Management, Inc reported 398 stock positions worth $478.2 million. Its top holding was Nvidia (NVDA) at 7.2% of the portfolio, followed by Broadcom (AVGO, 4.3%) and Amazon.com (AMZN, 3.8%). Compared with Q4 2025, it opened 39 new positions, sold out of 29, added to 145 and reduced 107. The biggest buy was Vertiv Class A (VRT, shares +2%) and the biggest sale Microsoft (MSFT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- DARIEN, CT
- CIK
- 0001705711
- Portfolio Value
- $478.2M (Q1 2026)
- SEC Filing
- 0001705711-26-000004 ↗ filed May 14, 2026
Holdings Value
Holdings 398 stocks · $478.2M
| NVDA Nvidia Corp. | 7.24% | 198,467 | $34.6M | Add +0.1% |
| AVGO Broadcom Inc. | 4.32% | 66,696 | $20.6M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 3.82% | 87,753 | $18.3M | Add +1.6% |
| META Meta Platforms Inc. Class A | 3.68% | 30,788 | $17.6M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 3.45% | 57,296 | $16.5M | Add +2.2% |
| MSFT Microsoft Corp. | 3.16% | 40,763 | $15.1M | Reduce -1.6% |
| KLAC KLA Corp. | 2.81% | 9,123 | $13.4M | Add +0.4% |
| EVR Evercore Inc. Class A | 2.40% | 38,455 | $11.5M | Reduce -0.6% |
| MU Micron Technology Inc. | 2.22% | 31,364 | $10.6M | Reduce -4.8% |
| URI United Rentals Inc. | 2.10% | 13,777 | $10.0M | Add +3.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.06% | 177,377 | $9.8M | Add +15.6% |
| TSM Taiwan Semiconductor-SP ADR | 1.93% | 27,269 | $9.2M | Add +0.3% |
| LLY Eli Lilly & Co. | 1.85% | 9,617 | $8.8M | Reduce -5.5% |
| AAPL Apple Inc. | 1.69% | 31,826 | $8.1M | Add +1.6% |
| VRT Vertiv Holdings Co. Class A | 1.62% | 30,931 | $7.8M | Add +2.4% |
| GS Goldman Sachs Group Inc. | 1.50% | 8,484 | $7.2M | Add +2.4% |
| XOM Exxon Mobil Corp. | 1.46% | 41,187 | $7.0M | Reduce -3.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.43% | 11,827 | $6.8M | No change |
| COST Costco Wholesale Corp. | 1.36% | 6,526 | $6.5M | Add +1.8% |
| GE General Electric filed as GE AEROSPACE | 1.32% | 22,205 | $6.3M | Reduce -7.9% |
| ISRG Intuitive Surgical Inc. | 1.25% | 12,982 | $6.0M | Add +0.5% |
| AZO AutoZone Inc. | 1.23% | 1,748 | $5.9M | Add +4.2% |
| GEV GE Vernova Inc. | 1.13% | 6,217 | $5.4M | Add +33.8% |
| TSLA Tesla Inc. | 1.13% | 14,565 | $5.4M | Reduce -1.5% |
| NFLX Netflix Inc. | 1.11% | 55,240 | $5.3M | Reduce -14.7% |
| FTI Technipfmc PLC | 1.09% | 75,485 | $5.2M | Reduce -0.2% |
| LIN Linde PLC | 1.06% | 10,218 | $5.1M | Add +2.5% |
| JNJ Johnson & Johnson | 1.03% | 20,217 | $4.9M | Add +5.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.00% | 7,334 | $4.8M | Reduce -0.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.99% | 10,565 | $4.7M | Add +1.4% |
| LRCX Lam Research Corp. | 0.98% | 22,010 | $4.7M | Add +4.2% |
| BA The Boeing Co. | 0.91% | 21,867 | $4.4M | Add +18.4% |
| UNH Unitedhealth Group Inc. | 0.88% | 15,562 | $4.2M | Add +1.1% |
| GLD SPDR Gold Shares | 0.87% | 9,670 | $4.2M | Add +0.4% |
| AMD Advanced Micro Devices | 0.85% | 19,913 | $4.1M | Add +5.6% |
| MRK Merck & Co. Inc. | 0.83% | 32,828 | $3.9M | Add +14.9% |
| ABBV Abbvie Inc. | 0.80% | 17,535 | $3.8M | Add +14.4% |
| ICE Intercontinental Exchange Inc. | 0.80% | 24,226 | $3.8M | Reduce -0.9% |
| MA Mastercard Inc. Class A | 0.79% | 7,589 | $3.8M | Add +3.1% |
| PLTR Palantir Technologies Inc. Class A | 0.77% | 25,315 | $3.7M | Add +1.1% |
| HWM Howmet Aerospace Inc. | 0.76% | 15,721 | $3.6M | Add +14.7% |
| HD Home Depot Inc. | 0.75% | 10,888 | $3.6M | Add +3.3% |
| VST Vistra Corp. | 0.74% | 23,494 | $3.5M | Reduce -0.8% |
| PANW Palo Alto Networks Inc. | 0.72% | 21,541 | $3.5M | Reduce -27.9% |
| PDI PIMCO Dynamic Income Fund | 0.72% | 200,912 | $3.4M | Add +3.3% |
| IREN Iren Ltd. filed as IREN LIMITED | 0.65% | 90,222 | $3.1M | Add +14.4% |
| BKNG Booking Holdings Inc. | 0.64% | 722 | $3.0M | Reduce -46.7% |
| APO Apollo Global Management Inc. | 0.61% | 26,106 | $2.9M | Add +4.8% |
| APP AppLovin Corp. Class A | 0.59% | 7,120 | $2.8M | Add +102.7% |
| NBIS Nebius Group NV | 0.59% | 27,028 | $2.8M | Add +137.7% |
| DHI D.R. Horton Inc. | 0.53% | 18,497 | $2.5M | Add +12.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.53% | 6,467 | $2.5M | Add +7.9% |
| XCHYX Calamos Convert & High Inc. | 0.48% | 211,381 | $2.3M | Add +0.9% |
| CVX Chevron Corp. | 0.46% | 10,697 | $2.2M | Reduce -8.6% |
| SHW The Sherwin-Williams Co. | 0.46% | 6,903 | $2.2M | Add +2.2% |
| TMO Thermo Fisher Scientific Inc. | 0.46% | 4,470 | $2.2M | Add +43.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.46% | 13,666 | $2.2M | Add +1.3% |
| SNOW Snowflake Inc. | 0.44% | 13,968 | $2.1M | Add +12.5% |
| ASND Ascendis Pharma A/S | 0.43% | 9,027 | $2.1M | Add +39.1% |
| EAGL Eagle Capital Select Eqty | 0.40% | 63,100 | $1.9M | Reduce -4.1% |
| CCJ Cameco Corp. | 0.40% | 17,462 | $1.9M | Add +1.3% |
| EBS Emergent Biosolutions Inc. | 0.39% | 221,799 | $1.8M | Reduce -3.3% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.38% | 15,622 | $1.8M | Reduce -8.5% |
| VIK Viking Holdings Ltd. | 0.37% | 24,302 | $1.8M | Add +19.9% |
| AVAV Aerovironment Inc. | 0.36% | 9,297 | $1.7M | Add +53.2% |
| MS Morgan Stanley | 0.36% | 10,336 | $1.7M | Add +0.5% |
| ANET Arista Networks Inc. | 0.33% | 12,744 | $1.6M | Add +2.3% |
| NDAQ Nasdaq Inc. | 0.31% | 17,500 | $1.5M | Reduce -3.9% |
| FSLR First Solar Inc. | 0.31% | 7,417 | $1.5M | Reduce -54.8% |
| NVMI Nova Ltd. | 0.31% | 3,361 | $1.5M | Reduce -4.2% |
| VLY Valley National Bancorp | 0.29% | 114,515 | $1.4M | Add +7057.2% |
| BX Blackstone Inc. | 0.29% | 12,187 | $1.4M | Add +4.8% |
| EQT Eqt Corp. | 0.29% | 21,972 | $1.4M | Add +33.0% |
| JPM JPMorgan Chase & Co. | 0.29% | 4,704 | $1.4M | Add +2.5% |
| AXP American Express Co. | 0.29% | 4,540 | $1.4M | Reduce -0.9% |
| CAT Caterpillar Inc. | 0.27% | 1,852 | $1.3M | Add +0.5% |
| KMI Kinder Morgan Inc. | 0.27% | 38,240 | $1.3M | Add +22.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 26,133 | $1.3M | Reduce -1.1% |
| PAA Plains All Amer Pipeline LP | 0.26% | 56,500 | $1.3M | Reduce -8.9% |
| SCCO Southern Copper Corp. | 0.26% | 7,327 | $1.3M | Add +0.8% |
| FANG Diamondback Energy Inc. | 0.26% | 6,253 | $1.2M | Reduce -14.2% |
| IBIT iShares Bitcoin Trust ETF | 0.24% | 30,435 | $1.2M | Add +4.7% |
| ALAB Astera Labs Inc. | 0.24% | 10,544 | $1.2M | Reduce -45.6% |
| GBAB Guggenheim Taxable Municipal | 0.24% | 78,193 | $1.1M | Add +56.4% |
| AMAT Applied Materials Inc. | 0.23% | 3,175 | $1.1M | Add +8.6% |
| BLK BlackRock Inc. | 0.22% | 1,116 | $1.1M | Add +0.5% |
| RACE Ferrari NV | 0.22% | 3,150 | $1.1M | Reduce -12.4% |
| CRWV Coreweave Inc. Class A | 0.22% | 13,335 | $1.0M | Add +32.4% |
| SARO Standardaero Inc. | 0.21% | 39,036 | $1.0M | Add +3.4% |
| GLW Corning Inc. | 0.21% | 7,235 | $984K | New |
| GDX Vaneck Gold Miners ETF | 0.20% | 10,484 | $962K | Add +0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 9,738 | $939K | Reduce -0.0% |
| TER Teradyne Inc. | 0.19% | 3,051 | $904K | Add +11.1% |
| KO The Coca-Cola Co. | 0.19% | 11,820 | $899K | Reduce -18.3% |
| AEM Agnico Eagle Mines Ltd. | 0.18% | 4,306 | $874K | Add +13.3% |
| CSX CSX Corp. | 0.18% | 21,250 | $872K | Reduce -1.9% |
| USD Proshares Ultra Semiconduct | 0.18% | 17,747 | $851K | Add +0.3% |
| BMNR Bitmine Immersion Technologi | 0.17% | 41,374 | $818K | Add +75.8% |
| CMI Cummins Inc. | 0.17% | 1,494 | $804K | Add +0.4% |
| APLD Applied Digital Corp. | 0.17% | 33,760 | $801K | Add +1.7% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $2.9M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | 48,725 | $2.9M | Add +2.1% |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 600 | $43K | Reduce -95.8% |
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | 2 | $8 | No change |
Lines left out (2) · $12 — a value with no share or principal amount
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $481.1M.
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -1.6% | 3.16% | −0.88 |
| BKNG Booking Holdings Inc. | Reduce -46.7% | 0.64% | −0.83 |
| WGS Genedx Holdings Corp. | Reduce -99.2% | 0.00% | −0.66 |
| FSLR First Solar Inc. | Reduce -54.8% | 0.31% | −0.56 |
| ALAB Astera Labs Inc. | Reduce -45.6% | 0.24% | −0.41 |
| AVGO Broadcom Inc. | Reduce -1.4% | 4.32% | −0.40 |
| PANW Palo Alto Networks Inc. | Reduce -27.9% | 0.72% | −0.39 |
| LLY Eli Lilly & Co. | Reduce -5.5% | 1.85% | −0.35 |
| MMM 3M Co. | Reduce -99.2% | 0.00% | −0.34 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Reduce -87.2% | 0.06% | −0.33 |
| TLT iShares 20+ Year Treasury BD | Reduce -99.9% | 0.00% | −0.26 |
| EVR Evercore Inc. Class A | Reduce -0.6% | 2.40% | −0.25 |
| HOOD Robinhood Markets Inc. Class A | Reduce -86.9% | 0.02% | −0.22 |
| TSLA Tesla Inc. | Reduce -1.5% | 1.13% | −0.21 |
| EBS Emergent Biosolutions Inc. | Reduce -3.3% | 0.39% | −0.19 |
| GE General Electric | Reduce -7.9% | 1.32% | −0.18 |
| GILD Gilead Sciences Inc. | Reduce -63.3% | 0.11% | −0.14 |
| NOW ServiceNow Inc. | Reduce -80.8% | 0.02% | −0.13 |
| NFLX Netflix Inc. | Reduce -14.7% | 1.11% | −0.11 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.11 |
| EFT Eaton Vance Fltng RT Inc. TR | Sold out | 0.00% | −0.09 |
| TLN Talen Energy Corp. | Reduce -29.9% | 0.13% | −0.08 |
| QCOM Qualcomm Inc. | Reduce -97.4% | 0.00% | −0.07 |
| NTRA Natera Inc. | Reduce -80.9% | 0.01% | −0.07 |
| PIPR Piper Sandler Cos | Reduce -44.1% | 0.07% | −0.07 |
| AXP American Express Co. | Reduce -0.9% | 0.29% | −0.05 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.05 |
| NDAQ Nasdaq Inc. | Reduce -3.9% | 0.31% | −0.05 |
| RACE Ferrari NV | Reduce -12.4% | 0.22% | −0.05 |
| VST Vistra Corp. | Reduce -0.8% | 0.74% | −0.03 |
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | Sold out | 0.00% | −0.03 |
| EAGL Eagle Capital Select Eqty | Reduce -4.1% | 0.40% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -92.5% | 0.00% | −0.03 |
| DIS The Walt Disney Co. | Reduce -0.0% | 0.20% | −0.03 |
| BAC Bank of America Corp. | Reduce -1.1% | 0.27% | −0.03 |
| NXPI NXP Semiconductors NV | Reduce -7.7% | 0.15% | −0.02 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.02 |
| PEP Pepsico Inc. | Reduce -45.3% | 0.03% | −0.02 |
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -8.5% | 0.38% | −0.02 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.02 |
| KO The Coca-Cola Co. | Reduce -18.3% | 0.19% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 1.00% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.01 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.01 |
| TEN Tsakos Energy Navigation Ltd. | Sold out | 0.00% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -53.3% | 0.01% | −0.01 |
| XLF SS Financial Select Sector | Reduce -49.2% | 0.01% | −0.01 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.01 |
| ADBE Adobe Inc. | Reduce -23.0% | 0.01% | −0.01 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VRT Vertiv Holdings Co. Class A | Add +2.4% | 1.62% | +0.63 |
| KLAC KLA Corp. | Add +0.4% | 2.81% | +0.58 |
| GEV GE Vernova Inc. | Add +33.8% | 1.13% | +0.52 |
| NBIS Nebius Group NV | Add +137.7% | 0.59% | +0.39 |
| VLY Valley National Bancorp | Add +7057.2% | 0.29% | +0.29 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.3% | 1.93% | +0.26 |
| JEPQ JPM Nasdaq Equity Premium | Add +15.6% | 2.06% | +0.26 |
| LRCX Lam Research Corp. | Add +4.2% | 0.98% | +0.25 |
| COST Costco Wholesale Corp. | Add +1.8% | 1.36% | +0.24 |
| JNJ Johnson & Johnson | Add +5.2% | 1.03% | +0.23 |
| MRK Merck & Co. Inc. | Add +14.9% | 0.83% | +0.22 |
| GLW Corning Inc. | New | 0.21% | +0.21 |
| LIN Linde PLC | Add +2.5% | 1.06% | +0.20 |
| HWM Howmet Aerospace Inc. | Add +14.7% | 0.76% | +0.19 |
| IBKR Interactive Brokers Gro Class A | Add +46336.0% | 0.16% | +0.16 |
| ASND Ascendis Pharma A/S | Add +39.1% | 0.43% | +0.15 |
| ADMA Adma Biologics Inc. | Add +3043.8% | 0.14% | +0.14 |
| VLO Valero Energy Corp. | New | 0.13% | +0.13 |
| Q Qnity Electronics Inc. | Add +1034.1% | 0.14% | +0.13 |
| INTC Intel Corp. | Add +17568.3% | 0.13% | +0.13 |
| DOW Dow Inc. | New | 0.12% | +0.12 |
| APP AppLovin Corp. Class A | Add +102.7% | 0.59% | +0.12 |
| EQT Eqt Corp. | Add +33.0% | 0.29% | +0.11 |
| BA The Boeing Co. | Add +18.4% | 0.91% | +0.10 |
| GLD SPDR Gold Shares | Add +0.4% | 0.87% | +0.10 |
| KMI Kinder Morgan Inc. | Add +22.1% | 0.27% | +0.09 |
| TMO Thermo Fisher Scientific Inc. | Add +43.0% | 0.46% | +0.09 |
| ABBV Abbvie Inc. | Add +14.4% | 0.80% | +0.09 |
| ONC Beone Medicines Ltd.-ADR | Add +7140.0% | 0.09% | +0.09 |
| PNI PIMCO NY Muni Inc. II FND | New | 0.09% | +0.09 |
| AZO AutoZone Inc. | Add +4.2% | 1.23% | +0.09 |
| GBAB Guggenheim Taxable Municipal | Add +56.4% | 0.24% | +0.09 |
| TER Teradyne Inc. | Add +11.1% | 0.19% | +0.08 |
| VIK Viking Holdings Ltd. | Add +19.9% | 0.37% | +0.08 |
| CCJ Cameco Corp. | Add +1.3% | 0.40% | +0.08 |
| AMAT Applied Materials Inc. | Add +8.6% | 0.23% | +0.08 |
| CRWV Coreweave Inc. Class A | Add +32.4% | 0.22% | +0.07 |
| BKR Baker Hughes Co. | New | 0.07% | +0.07 |
| CAT Caterpillar Inc. | Add +0.5% | 0.27% | +0.06 |
| AVAV Aerovironment Inc. | Add +53.2% | 0.36% | +0.06 |
| APH Amphenol Corp. Class A | Add +72.2% | 0.14% | +0.06 |
| SCCO Southern Copper Corp. | Add +0.8% | 0.26% | +0.05 |
| AEM Agnico Eagle Mines Ltd. | Add +13.3% | 0.18% | +0.05 |
| DHI D.R. Horton Inc. | Add +12.2% | 0.53% | +0.05 |
| PWR Quanta Services Inc. | Add +6.4% | 0.17% | +0.05 |
| RTX RTX Corp. | Add +33.2% | 0.15% | +0.05 |
| IREN Iren Ltd. | Add +14.4% | 0.65% | +0.05 |
| C Citigroup Inc. | Add +171.6% | 0.07% | +0.04 |
| RKT Rocket Cos Inc. Class A | Add +96.6% | 0.13% | +0.04 |
| BMNR Bitmine Immersion Technologi | Add +75.8% | 0.17% | +0.04 |
Notes & Other Activity Q4 2025 → Q1 2026
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | Add +2.1% | 48,725 | $2.9M |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | Reduce -95.8% | 600 | $43K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 411 | $600.9M | NVDA, MU, KLAC, AVGO, AMZN |
| Q1 2026 | 398 | $478.2M | NVDA, AVGO, AMZN, META, GOOGL |
| Q4 2025 | 388 | $495.9M | NVDA, AVGO, MSFT, AMZN, META |
| Q3 2025 | 365 | $497.1M | NVDA, META, MSFT, AVGO, AMZN |
| Q2 2025 | 359 | $451.8M | NVDA, META, MSFT, AMZN, AVGO |
| Q1 2025 | 336 | $391.6M | NVDA, META, MSFT, AMZN, GOOGL |
| Q4 2024 | 324 | $431.7M | NVDA, MSFT, AMZN, META, GOOGL |
| Q3 2024Amended | 338 | $458.6M | MSFT, NVDA, META, AMZN, GOOGL |
| Q2 2024 | 140 | $406.9M | NVDA, MSFT, AMZN, GOOGL, META |
| Q1 2024 | 139 | $389.0M | MSFT, NVDA, META, AMZN, GOOGL |